Bluespring Wealth Partners has acquired Rodgers & Associates Wealth Advisors, a $1.35 billion wealth management firm specializing in retirement planning.
Rodgers & Associates was founded over 25 years ago by husband-and-wife partners Rick and Jessica Rodgers. The firm's executive leadership team is supported by some 25 financial professionals who work with nearly 1,000 client households.
Rodgers & Associates' decision to join Bluespring, which is based in Lancaster, Pennsylvania. was driven by a variety of factors, according to the announcement. Those cited include Bluespring's marketing, back-office resources, educational tools and succession planning capabilities.
Bluespring Chairman Stuart Silverman cited Rodgers & Associates' "dedication to excellence" in client service and promoting financial independences as key factors to the acquisition.
